Fortis Group Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Fortis Group Advisors’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.45K	Hold	500	–	–	﹤0.01%	435
2025 Q4	$5.66K	Hold	500	–	–	﹤0.01%	423
2025 Q3	$5.61K	Hold	500	–	–	﹤0.01%	386
2025 Q2	$5.5K	Hold	500	–	–	﹤0.01%	380
2025 Q1	$5.05K	Hold	500	–	–	﹤0.01%	353
2024 Q4	$6.07K	Hold	500	–	–	﹤0.01%	348
2024 Q3	$5.96K	Hold	500	–	–	﹤0.01%	345
2024 Q2	$5.58K	Hold	500	–	–	﹤0.01%	343
2024 Q1	$5.91K	Sell	500 -500	-50%	-$5.89K	﹤0.01%	359
2023 Q4	$11.5K	Buy	1,000 +500	+100%	+$5.66K	﹤0.01%	283
2023 Q3	$5.58K	Buy	+500	New	+$5.63K	﹤0.01%	279
2020 Q3	$5K	Buy	+500	New	+$5.94K	﹤0.01%	334

Other funds holding CHY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return